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Wells Fargo
WFC

Overview Fund Activity

2,003 hedge funds and large institutions have $199B invested in Wells Fargo in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 625 increasing their positions, 1,064 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
-44
Holders Change %
-2.15%
% of All Funds
45.97%
Holding in Top 10
164
Holding in Top 10 Change
-68
Holding in Top 10 Change %
-29.31%
% of All Funds
3.76%
New
129
Increased
625
Reduced
1,064
Closed
156
Calls
$2.3B
Puts
$3.11B
Net Calls
-$812M
Net Calls Change
-$460M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.24B
3
Capital World Investors
Capital World Investors
California
+$1.13B
4
EVM
Eaton Vance Management
Massachusetts
+$444M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$393M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$927M
2
Ameriprise
Ameriprise
Minnesota
-$702M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$466M
5
PC
PointState Capital
New York
-$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1051
Courier Capital
New York
$1.79M -$120K -2,292 -6%
SCA
1052
Sippican Capital Advisors
Massachusetts
$1.77M -$22.1K -421 -1%
B
1053
Bailard
California
$1.77M +$160K +3,051 +10%
FAM
1054
Fred Alger Management
New York
$1.76M -$619K -11,819 -26%
CCG
1055
Cypress Capital Group
Florida
$1.76M -$7.86K -150 -0.4%
PWW
1056
Pettyjohn Wood & White
Virginia
$1.76M +$30.4K +579 +2%
KFC
1057
Klingenstein Fields & Co
New York
$1.75M -$1.32M -25,163 -43%
GVT
1058
Genesee Valley Trust
New York
$1.75M +$135K +2,304 +8%
CIM
1059
CIM Investment Management
Pennsylvania
$1.75M -$46.2K -881 -3%
ADBIC
1060
A.D. Beadell Investment Counsel
Wisconsin
$1.74M -$5.24K -100 -0.3%
NPA
1061
Nichols & Pratt Advisers
Massachusetts
$1.74M -$117K -2,225 -6%
YWP
1062
YorkBridge Wealth Partners
New York
$1.74M -$89.9K -1,707 -5%
PCA
1063
Personal Capital Advisors
California
$1.74M -$29M -553,211 -94%
FAIM
1064
Financial Advocates Investment Management
Washington
$1.73M +$89.5K +1,708 +5%
BWAM
1065
Boyd Watterson Asset Management
Ohio
$1.73M +$91.1K +1,738 +6%
AFS
1066
Access Financial Services
Minnesota
$1.73M +$3.15K +60 +0.2%
LKIM
1067
Lawson Kroeker Investment Management
Nebraska
$1.73M +$21.2K +405 +1%
1IA
1068
1834 Investment Advisors
Wisconsin
$1.73M -$5.75M -109,648 -77%
CC
1069
Cognios Capital
Kansas
$1.72M +$15.3K +291 +0.9%
BSW
1070
Buckingham Strategic Wealth
Missouri
$1.72M -$86.8K -1,656 -5%
AIM
1071
Acropolis Investment Management
Missouri
$1.72M +$183K +3,486 +12%
APA
1072
American Portfolios Advisors
New York
$1.71M +$153K +2,923 +10%
SA
1073
Strategic Advisors
New York
$1.71M -$96.1K -1,834 -5%
CPA
1074
Clear Perspective Advisors
Illinois
$1.7M -$376K -7,170 -18%
PT
1075
Plimoth Trust
Massachusetts
$1.7M +$955K +18,231 +128%
41 42
43
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